Pipeline position
Add an opportunity
One row per opportunity, not one per customerFilters
Applied to every screen, the report and the CSVOpportunity register
No opportunities yet. Add one on the left, or load the sample pipeline from the Settings tab.
Headline figures
Open pipeline value by stage
In stage order, earliest first — won and lost are excludedWeighted forecast by expected close month
Open opportunities only, placed in the month you expect to close themWins and losses by month closed
Value closed each month, split won against lostOpen pipeline by owner
Who is carrying what, with what they have already wonOpportunities closing this period
Everything due inside your forecast horizon, plus anything already overdue, earliest firstWin and loss analysis
Closed opportunities only. An amber rate rests on fewer closed deals than your minimum — read the counts beside it, not the percentage.Settings
Currency, dates and the rules this tool appliesReport header
Appears on the printed reportYour data
Stays on this computerRecords and settings are stored in this browser only. Use Export .json for a backup you can archive or move to another machine, and Import .json to restore it. Reset asks twice, then erases everything.